SPDR Dow Jones Industrial Average ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 463.83 |
| 2025-06-30 | $1.2M | 2.6k | 440.57 |
| 2025-03-31 | $800k | 1.9k | 419.88 |
| 2024-12-31 | $1.1M | 2.6k | 425.50 |
| 2024-09-30 | $1.1M | 2.5k | 423.12 |
| 2024-06-30 | $880k | 2.3k | 391.13 |
| 2024-03-31 | $895k | 2.3k | 397.76 |
| 2023-12-31 | $714k | 1.9k | 376.87 |
| 2023-09-30 | $663k | 2.0k | 334.96 |
| 2023-06-30 | $655k | 1.9k | 343.85 |
| 2023-03-31 | $753k | 2.3k | 332.62 |
| 2022-12-31 | $630k | 1.9k | 331.33 |
| 2022-09-30 | $218k | 760 | 286.84 |
| 2021-03-31 | $174k | 526 | 330.80 |
| 2020-12-31 | $66k | 216 | 305.56 |
| 2020-09-30 | $24k | 86 | 279.07 |
| 2020-06-30 | $9.0k | 33 | 272.73 |
| 2020-03-31 | $8.0k | 33 | 242.42 |
| 2019-12-31 | $22k | 78 | 282.05 |
| 2019-09-30 | $104k | 385 | 270.13 |
| 2019-06-30 | $100k | 378 | 264.55 |
| 2019-03-31 | $98k | 378 | 259.26 |
| 2018-12-31 | $88k | 378 | 232.80 |
| 2018-09-30 | $105k | 418 | 251.20 |
| 2018-06-30 | $95k | 378 | 251.32 |
| 2018-03-31 | $91k | 378 | 240.74 |
| 2017-12-31 | $94k | 380 | 247.37 |
| 2017-09-30 | $62k | 275 | 225.45 |
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